Documentation is impact. By recording the role of each Member and the trajectory of each service neatly, AI will in the future be able to provide supporting analysis from different angles, helping us see connections and potential we could not see before.
Five-Stage Companionship Card Role Positioning of Members
This draws on the methodology that Vicky Lee has practiced for many years within the Lxuetang companionship system. The Companionship Card breaks the talent life cycle of a co-creating organization into five stages: first see whether values are aligned (Welcoming In), then learn and consolidate together (Co-Learning), then put it into practice (Doing), then entrust mature members with institutional roles (Granting Roles), and finally let the impact spread outward (Spreading). We first look at the current stage position of each Member. Regardless of what they have done, everyone has a place of their own.
①
Welcoming In
Value Alignment
First confirm that values are aligned with one another, which is the basis for any subsequent collaboration.
CP Lin Vincent Chen
②
Co-Learning
Collective Consolidation
Read together, discuss together, and internalize concepts into a shared language.
All 9 Members
③
Doing
Driving Practice
Not just talking, but actually launching projects and delivering service.
CP Lin Vicky Lee Lisa Lin James Gao Vincent Chen
④
Granting Roles
Institutional Guardianship
Entrust mature members with formal roles, so the system does not depend on individual charisma.
Derek Huang Helen Lai Nick Lin Jennifer Tsai
⑤
Spreading
Outward Influence
Let the values and practices formed within the Club be adopted and carried forward by external communities.
Rich Huang Vincent Chen
Preliminary Observations
- Both the "Doing" and "Granting Roles" stages have people in them: 5 Members are advancing service projects, and 3 Members hold up the institutions and culture. We begin to see the early shape of a dual track.
- CP spans "Welcoming In + Doing": the founder also personally drives a service project (Zhongyi Elementary School), not merely serving as convener.
- Vincent spans three stages: "Welcoming In + Doing + Spreading," involved in consensus meetings, the community sustainability project, and as lead author of the report.
- Derek / Helen / Nick are in "Granting Roles": they do not lead service projects, but they hold up the institutions and culture.
Going Deeper Next Step Directions to Go Deeper Next Year
A mature sustainability report shows "what was done," and also honestly points out "directions that could be better next." This gives our future selves a clear path for improvement. The following 7 directions are things we recognized when looking back this year and wish to work on together next year.
01
Let Each Project's Contribution Be Seen Separately
Current status
v1.0 presents the results of the 7 projects in aggregate, with total participant counts and media reach drawn from relatively concentrated sources.
Next step
Present external figures by project, clearly distinguishing "service participants / interaction participants / estimated media reach," so that each project's unique contribution is seen.
02
Set Baselines for the Next Round of Projects
Current status
Most outcomes fall under expected targets. Some projects have historical execution experience but have not yet undergone systematic before-and-after comparison of participants.
Next step
Design ex-ante baselines and ex-post tracking for the new round of projects, with at least 2 key projects completing a "6 months after intervention" follow-up review in 2026.
03
Design Continuation and Handover Mechanisms for Projects
Current status
The continuation path after project funding ends currently relies mainly on partners' own initiative.
Next step
Add a "handover and continuation plan" section to new project proposals, clearly identifying who will take over and where subsequent resources will come from; establish an annual follow-up visit mechanism.
04
Use Process-Oriented Language So Progress Is Seen Honestly
Current status
In v1.0, some statements (such as "model" or "new paradigm") run somewhat ahead of actual progress.
Next step
Change the wording to process-oriented language ("currently trying," "preliminarily seeing," "looking forward to gradual accumulation"), and add a "current progress" marker to each strong claim.
05
Evolve from After-the-Fact Documentation to Ex-Ante Design
Current status
v1.0 is an after-the-fact account of projects already executed.
Next step
From the second half of 2026, new project proposals will adopt the framework of ten key impact questions for ex-ante design, treating the demonstration of methodology itself as a core contribution of the Club.
06
Let Partners' Roles Be Seen Together
Current status
Many outcomes were jointly enabled by schools, public agencies, temples, enterprises, the satellite club, and community groups. The specific contributions of partners are currently described in limited detail.
Next step
v2.0 will more clearly disclose the respective roles of the Club and its partners, making "jointly enabled" the standard language for external communication.
07
Add Clear Authorization for Personal Data Disclosure
Current status
v1.0 disclosed the names, professions, profiles, and quotations of Members as a concrete expression of the core message "Service Above Self through one's profession."
Next step
Complete a "personal data disclosure consent form" before v2.0 goes live, signed by each Member, and establish a standard process for content adjustments.
Analysis Frameworks for Future Extension
Once the data is well organized, AI can provide supporting analysis from even more angles. As the completeness of our records improves, these will be added progressively. This embodies the spirit that "once the data is well organized, multi-framework evaluation becomes possible."
Planned SROI Stakeholder Map
Planned Contribution Analysis
Change "we caused" into "we reasonably contributed," adding partner roles and alternative explanations so that jointly enabled outcomes are seen honestly.
Planned Most Significant Change (MSC) Stories
Collect 1-3 of the most meaningful change stories per project, with Members and stakeholders together selecting the most representative ones, filling in the real picture that quantitative indicators cannot capture.
Planned ESG Three-Axis Heat Map
The distribution of Members' contributions across the three dimensions of Environment (E), Social (S), and Governance (G), revealing complementary expertise and coverage gaps within the Club.
Planned Issue Coverage Network
The coverage relationship network between the SDGs and service projects, identifying which issues reinforce one another and which are coverage gaps.
Planned Partnership Matrix
The partner list and interaction relationships for each project: what the Club provides, what the partner provides, the status of the relationship, and whether it can be continued.